Budget Execution·Support CodeBUD-012 For Admins & HR Staff

Reading Monthly Budget Reports

How to read and use monthly budget management reports.

[Structure of the monthly report]

Budget Management → Monthly Report

1.Month budget: the monthly budget set at the start of the period
2.Month actual: actual spend/costs for the month
3.Achievement rate: Actual ÷ Budget × 100
4.Month variance: Budget − Actual (+ within budget, − over budget)
5.Cumulative budget: budget from period start to this month
6.Cumulative actual: actuals from period start to this month
7.Full-year landing estimate: projected year-end result if the current pace continues

[What to check]

[Drill down]

Department → line item → individual transactions to analyze causes.

[Report delivery]

Can be emailed automatically on a set day each month (for executives and department heads).

budget reportmonthlyvariancelanding estimateachievement rate

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